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EverSource Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

EverSource Wealth Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Sell
391
-599
-61% -$186K ﹤0.01% 1289
2026
Q1 		$301K Sell
990
-65
-6% -$21K 0.01% 843
2025
Q4 		$355K Buy
1,055
+533
+102% +$167K 0.01% 686
2025
Q3 		$156K Buy
522
+23
+5% +$6.57K 0.01% 1042
2025
Q2 		$128K Buy
499
+126
+34% +$28.9K 0.01% 1068
2025
Q1 		$92.5K Buy
373
+32
+9% +$8.42K 0.01% 935
2024
Q4 		$86.3K Buy
341
+30
+10% +$8K ﹤0.01% 956
2024
Q3 		$83.9K Sell
311
-162
-34% -$39.3K 0.01% 857
2024
Q2 		$119K Sell
473
-102
-18% -$19.8K 0.01% 728
2024
Q1 		$104K Hold
575
– – 0.01% 687
2023
Q4 		$109K Sell
575
-75
-12% -$11.3K 0.01% 610
2023
Q3 		$91.8K Buy
650
+1
+0.2% +$163 0.01% 598
2023
Q2 		$101K Buy
649
+330
+103% +$46.8K 0.01% 579
2023
Q1 		$46.4K Buy
319
+8
+3% +$1.33K 0.01% 814
2022
Q4 		$49.6K Sell
311
-14
-4% -$2.23K 0.01% 766
2022
Q3 		$49K Sell
325
-48
-13% -$8.36K 0.01% 642
2022
Q2 		$65K Buy
+373
New +$74.3K 0.02% 527

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's JLL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Jones Lang LaSalle (JLL) stake by 61% in Q2 2026, selling an estimated $186K and leaving 391 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

EverSource Wealth Advisors first reported a position in JLL in Q2 2022 and has held it in 17 quarters since. The position peaked at $355K in Q4 2025. 665 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • EverSource Wealth Advisors held 391 shares of Jones Lang LaSalle worth $121K as of Q2 2026.
  • EverSource Wealth Advisors sold 599 Jones Lang LaSalle shares in Q2 2026, an estimated $186K.
  • Jones Lang LaSalle made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1289 holding.
  • EverSource Wealth Advisors first reported a position in Jones Lang LaSalle in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Jones Lang LaSalle position peaked at $355K in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.